For a refresher or for those who were unable to attend, here is a link to an on-line, recorded version of the talk: http://dimensional.acrobat.com/tenetsofsuccessfulinvesting/ I have some ideas for future client activities, and, of course, we value any ideas you may have for planning future events.
Our Mission: We develop strong personal relationships with our clients and bring clarity to issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
Thursday, June 18, 2009
Client Education Seminar
Thank you to everyone who attended our recent client education seminar entitled, "The Tenets of Successful Investing." Except for some difficulties with the venue, I'm very pleased with the feedback from attendees overall. The message was pertinent, and attendees indicated that they left with something of value.
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